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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: RetiredNow who wrote (64019)	5/14/2003 2:39:45 PM
From: JakeStraw	Read Replies (1) \| Respond to of 77400

I would be very surprised if they did, if they didn't have to...

To: RetiredNow who wrote (64019)	5/14/2003 11:27:41 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 77400

mindmeld, I looked at a few large tech companies a while ago and for a number of metrics cisco was cheapest (vs say Dell). I believe Cisco was cheaper for 2 reasons 1) too much dilution as you say and 2) a fear that Dell is commoditizing their business. It really looks like #1 is going to get resolved whether Chambers likes it or not. That leaves the Dell threat. For a number of reasons I think that is overdone... dell will take some of Cisco's business but the new businesses Cisco is moving towards like storage outweigh any lost business from Dell, imo. Therefore I think Cisco is a great buy! Look at the resilience of this stock now. The tech industry can't win this options battle, I think everybody knows it- the only relevant battle now is the black scholes estimates vs. expense at grant. Personally I think there are way too many issues with BS, especially for the new companies so I really doubt BS flies. Anyway if dilution is your primary issue with Cisco it looks like the issue will be resolved. Options lobbying hits wall TECH INDUSTRY IS WINNING FEW CONVERTS IN WASHINGTON Despite two months of intensified lobbying, the technology industry has made little progress in changing minds and slowing the momentum to make companies count their stock options as a business expense. siliconvalley.com Poor Chambers- I feel sorry for the guy. He's a good corporate citizen. They should have been lobbying some of the fraudulent tech execs vs. congress in the 90s if they wanted to keep options. Like the Liberate guy and the CEO of portal, inktomi, those kinds of companies. Those folks ripped off the system and left the crumbs and used options to do it, now congress is going to hit Cisco and the other great companies - while inktomi and Liberate are long gone.